matthew_sigel
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VanEck's NODE ETF aims to provide active exposure to the companies building the Onchain Economy. Here’s a breakdown of how it works and why it matters. 👇
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For centuries, people tried to turn lead into gold.
In 2025, CERN finally did it: colliding lead atoms to make real gold.
So, Gold can now be faked by physics.
Bitcoin still can’t.
One is programmed scarcity.
The other is just rare… until it’s not
In 2025, CERN finally did it: colliding lead atoms to make real gold.
So, Gold can now be faked by physics.
Bitcoin still can’t.
One is programmed scarcity.
The other is just rare… until it’s not
Rwanda to Add Gold to Reserves in July as part of a broader trend of central banks turning to neutral assets like gold and Bitcoin to hedge against economic shocks.
Bitcoin 👏Accelerates 👏Renewable 👏Energy
$45B European renewables giant Engie to co-locate wind-power at $CIFR data center, helping to alleviate congested grid transmission area.
If you don’t believe me or don’t get it, I don’t have time to try to convince you, sorry.
$45B European renewables giant Engie to co-locate wind-power at $CIFR data center, helping to alleviate congested grid transmission area.
If you don’t believe me or don’t get it, I don’t have time to try to convince you, sorry.
Argentina electricity supplier GMSA halts power to Bitfarms $BITF Bitcoin mining operations, shutting down all mining in ARG, ~13% of total BITF capacity.
Looks specific to the GMSA finances and not a result of any broader BTC policy in Argentina.
Still, negative. BITF -6%.
Looks specific to the GMSA finances and not a result of any broader BTC policy in Argentina.
Still, negative. BITF -6%.
🚨Coinbase Global Set to Join S&P 500 👏
Stock +9% after hours.
The S&P 500 is the Bitcoin of stock indices: most trusted, most tracked, & the ultimate passive flows magnet. With at least $5T tracking it & assuming a ~0.2% weight, index funds will be buyers of ~$10B+ $COIN.
Stock +9% after hours.
The S&P 500 is the Bitcoin of stock indices: most trusted, most tracked, & the ultimate passive flows magnet. With at least $5T tracking it & assuming a ~0.2% weight, index funds will be buyers of ~$10B+ $COIN.
🚨Crypto Capital Markets Wide Open ⬇️
>GRYP +200%, acquiring HUT (+12%)-owned, Eric Trump-run American Bitcoin
>KDLY +500%, merging with David Bailey-led Nakamoto with participation from VanEck & other institutions
>ETOR IPO said to be oversubscribed
>DFDV purchases record 172k SOL, surpasses $100M in Treasury
>MSTR bought $1.3B of Bitcoin in week ending May 11
>DEFT moves to Nasdaq today
>ANTA set to go public tomorrow
>AMBR launches upsized $100M crypto reserve, to be invested in major tokens, DFDV equity, and World Liberty.
>SRAG GR - bitcoin holder announces share buyback
>GRYP +200%, acquiring HUT (+12%)-owned, Eric Trump-run American Bitcoin
>KDLY +500%, merging with David Bailey-led Nakamoto with participation from VanEck & other institutions
>ETOR IPO said to be oversubscribed
>DFDV purchases record 172k SOL, surpasses $100M in Treasury
>MSTR bought $1.3B of Bitcoin in week ending May 11
>DEFT moves to Nasdaq today
>ANTA set to go public tomorrow
>AMBR launches upsized $100M crypto reserve, to be invested in major tokens, DFDV equity, and World Liberty.
>SRAG GR - bitcoin holder announces share buyback
🚨 VanEck participating as $KDLY KindlyMD merges with David Bailey–led Nakamoto Holdings to launch a treasury strategy.
Co. says $510M PIPE + $200M convert the largest ever for a public crypto deal. Other backers include Kingsway, Arrington etc. $KDLY +480% pre-market to $22.
Co. says $510M PIPE + $200M convert the largest ever for a public crypto deal. Other backers include Kingsway, Arrington etc. $KDLY +480% pre-market to $22.
These Antitrust Suits are going to end up Changing the World.
Under-appreciated, and bullish for crypto.
Under-appreciated, and bullish for crypto.
$BTDR pauses Bitcoin mining related construction at 570MW site in Clarington, Ohio due to advancing discussions with multiple development partners & end users for HPC/AI 👀
BermudAir, a small regional airline based in Bermuda, will accept stablecoins for flights by end of 2025.
Zero Hash to handle crypto-to-fiat at checkout.
Zero Hash to handle crypto-to-fiat at checkout.
>Got pitched an "AI terminal" by a large crypto-native market maker
>Agreed a free 3-month trial of the $500/month product, signed docs
>Sent coins list, did two Zooms
>First output today: “The next Bitcoin halving is March 2025”
Incredible stuff. Stay safe out there, fam.
>Agreed a free 3-month trial of the $500/month product, signed docs
>Sent coins list, did two Zooms
>First output today: “The next Bitcoin halving is March 2025”
Incredible stuff. Stay safe out there, fam.
$WULF joins $HUT as the rare animal with both an ATM and a Buyback authorized on the same day.
Inside them are two $WULF
Inside them are two $WULF
$COIN down $5 after hours on a headline miss but there are a number of silver linings imo.
Expenses were still sticky in a down BTC quarter, but marketing is an easy lever to pull if needed.
They gained spot share by my count, & derivatives momentum is real (though boosted by trading giveaways, which show up in costs). Today’s Deribit news (80%+ crypto options share) neutralizes a potential major overseas competitor & brings them into the fold.
Press is focused on the transaction revenue decline, but that was intentional: COIN tightened spreads to attract market makers and flow. And of course BTC and especially alts were down in the quarter.
Now, with BTC back over $103K and COIN now long even more BTC (bought ~$150M) in the quarter, that bet is likely starting to pay off.
Also, new all-time high in Coinbase One subs is Cool to see.
Expenses were still sticky in a down BTC quarter, but marketing is an easy lever to pull if needed.
They gained spot share by my count, & derivatives momentum is real (though boosted by trading giveaways, which show up in costs). Today’s Deribit news (80%+ crypto options share) neutralizes a potential major overseas competitor & brings them into the fold.
Press is focused on the transaction revenue decline, but that was intentional: COIN tightened spreads to attract market makers and flow. And of course BTC and especially alts were down in the quarter.
Now, with BTC back over $103K and COIN now long even more BTC (bought ~$150M) in the quarter, that bet is likely starting to pay off.
Also, new all-time high in Coinbase One subs is Cool to see.
Landbridge ($LB, mkt cap $5B), major West Texas landholder leasing to Bitcoin miners & data centers, notes strong demand on call:
"Traction remains as strong as it has been"
"$10B+ capital projects" that "take a little time"
Ongoing "arms race" for power, land & water
Stock -8%
"Traction remains as strong as it has been"
"$10B+ capital projects" that "take a little time"
Ongoing "arms race" for power, land & water
Stock -8%
Never flipped so many Boomer minds about Bitcoin in one 40-minute speech.
Kudos to Steward (AUM=$40B) for letting advisors integrate BTC into client portfolios via the $HODL ETF without reverse inquiry.
Higher.
Kudos to Steward (AUM=$40B) for letting advisors integrate BTC into client portfolios via the $HODL ETF without reverse inquiry.
Higher.
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